Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. stocks since the middle of 2004.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. We maintain a model portfolio internally to track the results of our asset allocation stances. stocks since the middle of 2004.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Walkner Condon Financial Advisors

FEBRUARY 15, 2024

While no significant decreases in charitable giving were found, CCS did find that “in more recent presidential election years, it appears that political giving is making up an increasingly larger percentage of all giving during the months surrounding the election, hovering around 12% in the fall of 2016 compared to around 8% in the fall of 2004.”

Nonprofit 89

Nonprofit Distribution Taxes Government 89

Trade Brains

OCTOBER 8, 2023

IRB has one of the highest FII holdings with numbers as of June 30, 2023, coming around 48.37%. The Bank was founded by Rana Kapoor and Late Ashok Kapur back in 2004. It also has a 20% Share in the Golden Quadrilateral Project. The total order book of the Company as of June 30, 2023, is Rs. 33,708Cr including the Hyderabad ORR project.

Banking 99

Banking Manufacturing Pharmaceutical Portfolio 99

Trade Brains

MARCH 29, 2024

In 2004, it was acquired by Bharti Airtel and renamed Bharti Hexacom Ltd. It also has a spectrum portfolio of mid-band spectrum architecture of (1800/2100/2300 MHz bands) These towers are constructed on a non-standalone basis, which allows the same architecture to be used for both 4G as well as 5G.

Government 59

Government Communication Valuation Consulting 59

Carson Wealth

NOVEMBER 13, 2023

The third quarter’s blockbuster productivity data follows a hot number from the prior quarter, when productivity rose 3.5% (annualized). Higher wages can result from higher productivity in any number of ways, including businesses introducing more machines or organizing work more efficiently. annual pace between 1996 and 2004.

Marketing 96

Marketing Marketing Economy Startup 96

The Big Picture

OCTOBER 24, 2022

She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. So there are a number of us heading in out of college into the BLS. I was on the Producer Price Index.

Portfolio 130

Portfolio Management Assets Investing 130

Random Roger's Retirement Planning

DECEMBER 22, 2023

There's a lot of neat things about 19+ years of blogging, I started in Sept 2004, including circling back around to ideas that we started talking about a longggggg time ago. With that preamble, I started thinking about the 75/50 portfolio that I first started writing about during the Financial Crisis. ARBFX 3.7%

Portfolio 59

Portfolio Asset Allocation Accounting Management 59

Trade Brains

JUNE 2, 2023

The small and mid-cap stocks are less risky which makes them a more conservative portfolio investment. The bank has periodically improved quarterly numbers while maintaining an impressive dividend yield of 1.17%. A Large Cap stocks belong to more matured, established businesses with a good track record. Bank - Private ₹1,520.19 ₹143.20

Banking 52

Banking Financial Services Retail Assets 52

The Big Picture

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. They run long short across each of these, and they’ve put up some pretty impressive numbers over the past couple of years. 00:06:36 [Speaker Changed] So in, in 2004, I joined Morgan Stanley equity research. That was great.

Healthcare 152

Healthcare Portfolio Management Investing 152

Mr. Money Mustache

JANUARY 29, 2021

Let’s start with an example of what I did, although with fictional rounded numbers just to make it simple. As I pay off this loan, the green number will grow and eventually the red number will rise above zero as well. As example of rapid increase, from 2004-2006 it went up from from 1.25 Introducing the Margin Loan.

Accounting 57

Accounting Taxes Investing Investments 57

The Big Picture

OCTOBER 17, 2023

Graham Foster] : 00:02:54 That was a number, that was number theory, pure number theory. And whether it’s all numbers or even numbers. Some people look at a casino as entertainment and hey, we’re gonna spend X dollars, pick a number, 500, 2000, whatever it is. Number one, longevity.

Investing 130

Investing Investments Clients Management 130

Brown Advisory

APRIL 1, 2015

In the private company world, total venture capital financings reached $59 billion last year, up from about $23 billion in 2004, according to PitchBook’s 2015 venture industry annual report. These extremes pose a serious challenge for portfolio managers because they can distort the benchmark indices against which portfolios are compared.

Investing 52

Investing Investments Valuation Assets 52

The Big Picture

MAY 30, 2023

Number one, a school district is a business. And number two, and I think that they were like, I’m sure there’s a note coming after this with a congressional allocation, and it never came. BRYANT: Number two, money is emotional. Why isn’t this a core course offering across the entire country? RITHOLTZ: Right.

Banking 141

Banking Economics Economy Business Planning 141

The Irrelevant Investor

JUNE 15, 2019

These numbers are pretty encouraging. The biggest takeaway for me here is the cash number. Inside a retirement account, I can't think of a good reason why 9% of your portfolio should be earning next to nothing. That number fell to 19% in 2018. I wonder if student loans have something to do with this.

Asset Allocation 52

Asset Allocation Retirement Accounting Distribution 52

The Big Picture

AUGUST 29, 2022

I mean, I could count them on one hand the number of people who have his depth of knowledge in this space. And so, I was doing that in 2000, 2002, 2003, 2004. I — I couldn’t believe the numbers. RITHOLTZ: So — so they, at one point in time, were the number one fund in a lot of specific categories.

Assets 161

Assets Management Marketing Marketing 161

The Irrelevant Investor

DECEMBER 4, 2019

In 2004, Jonathan Clements wrote: With the formula that Dalbar uses, stock-fund investors don't earn the full monthly return on any money that they invest during that month. The main culprit for the portfolio gap is cash, which we spoke about with Morgan Housel recently. The fully invested 60/40 portfolio would have done 9.4%

Portfolio 52

Portfolio Risk Tolerance Accounting Retirement 52

The Big Picture

JULY 4, 2023

And number two, it may interest you to know, here are four or five different funds in the same situation. These are big numbers. And they end up being great candidates for us to put into to run the next big portfolio or start a new strategy. And I realized I have his home number. RITHOLTZ: Wow. ” RITHOLTZ: Right.

Management 141

Management Recruitment Numbers Banking 141

The Big Picture

JUNE 13, 2023

RITHOLTZ: So let’s talk about what led to the decision to launch TIKEHAU Capital back in 2004. Today they can effectively allocate capital into strategies which will create a compounding effect to their portfolio. I made the commitment personally, and I can see the path because there is room to expand the business.

Banking 141

Banking Assets Investing Investments 141

The Big Picture

APRIL 18, 2023

Both in terms of the aggregate revenue of our company, size of our portfolio, we’re probably now something like 150 total investments, many hundreds of billions of revenue, hundreds of thousands of employees if you add up all of the companies in which we’re invested. We started doing deals on our own. We were much more networked.

Assets 152

Assets Investing Investments Valuation 152

The Big Picture

APRIL 11, 2023

DAMODARAN: I am interested in numbers. I’m naturally a numbers person. To me, storytelling is much more — I mean, if you think about the history of humanity, for thousands of years, the way we pass down information was with stories, not numbers. It has allowed for this acceleration of number crunching.

Valuation 286

Valuation Education Government Numbers 286

The Big Picture

FEBRUARY 20, 2024

’cause L-I-B-O-R was probably the most important number, certainly in credit, maybe in all of finance. Number one, the economy’s a lot stronger than they thought it was gonna be. We just had a giant number, a giant upside surprise in payrolls. Tell us, I always get the name SOR the new one that replaced it.

Economy 141

Economy Banking Marketing Marketing 141

The Big Picture

NOVEMBER 21, 2023

And I said, Paul, I don’t know anything about managing a public portfolio, but the deal we made with each other. 00:17:50 You wanna know why Dara reported for Uber that again, their number of employees was down quarter of over quarter. It’s 10 blue links, but it’s an infinite number of blue links.

Investing 246

Investing Investments Startup Accounting 246

The Big Picture

MAY 16, 2023

RITHOLTZ: 2004, 2005. Uh, Fred said to give me your number.” ” (LAUGHTER) And he goes, and then he goes like this and tell Fred not to give up my (EXPLETIVE) phone number anymore. LINDZON: Lesson number two. And they go, what’s street.com’s number. How’s my 10 grand doing? I go, maybe.

Media 278

Media Investing Investments Valuation 278

The Big Picture

OCTOBER 31, 2022

It’s sold ungodly numbers of copies, and is on everybody’s best finance books of all-time list. When a professor says, “Come in, we’ll talk about the assignment,” and you come in and say, “I’ve already crunched the number. There’s a number of them in our earnings index that are being overweighted.

Numbers 141

Numbers Investing Investments Marketing 141

The Big Picture

AUGUST 23, 2022

And I was kind of intrigued and so I said, can we discuss it, and he laid it out on a conference table and I said, what’s this number? And then I said, what’s this number down here, and he said, this is last year’s earnings. And that number was $160 million. I said, no, that couldn’t be right. RITHOLTZ: Wow.

Government 312

Government Banking Numbers Investing 312